See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,614 | $228,332-48.5% | $185,823-36.7% | $158,922-26.0% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 13.49% | 40.80%-27.3pp | 35.95%-22.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $532 | $4,967-89.3% | $4,087-87.0% | $4,761-88.8% |
| Participant deferral / active EE | $3,212 | $6,415-49.9% | $5,632-43.0% | $5,982-46.3% |
| Admin fee / account holder | $3,902 | $11,864-67.1% | $9,500-58.9% | $11,246-65.3% |